PMO

Putnam Municipal Opportunities Trust

82 hedge funds and large institutions have $80.8M invested in Putnam Municipal Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Intellus Advisors
Florida
$1.06M
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$969K
NRW
28
Nova R Wealth
Kansas
$961K
CIA
29
Capital Investment Advisors
Georgia
$932K
RP
30
Riverbridge Partners
Minnesota
$796K
Stifel Financial
31
Stifel Financial
Missouri
$755K
Raymond James Financial
32
Raymond James Financial
Florida
$679K
Osaic Holdings
33
Osaic Holdings
Arizona
$397K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$359K
Kovitz Investment Group Partners
35
Kovitz Investment Group Partners
Illinois
$331K
TFCP
36
Twin Focus Capital Partners
Massachusetts
$323K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$311K
CWP
38
Cyndeo Wealth Partners
Florida
$268K
LBC
39
Leigh Baldwin & Co
New York
$267K
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$239K
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$235K
SWP
42
Stratos Wealth Partners
Ohio
$230K
HighTower Advisors
43
HighTower Advisors
Illinois
$215K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$215K
CCG
45
Catalina Capital Group
California
$212K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$211K
CAM
47
Cresset Asset Management
Illinois
$210K
ACA
48
Ackerman Capital Advisors
Texas
$207K
BB
49
Burford Brothers
Texas
$206K
CIA
50
Concurrent Investment Advisors
Florida
$189K